February New Features / Fixes

The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.

All About EQ Reports

There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.

January 2023 EQ Updates

EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.

Catalog Switcher

This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.

December 2022 EQ Updates

The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.

Creating Suppliers

This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

EQ Updates Sept 2022

EQ has been updated with 2 new line item contracts and Specbooks import.

EQ Updates May 2022

2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.

Implementation Tools

This video shows you how to use the implementation documents throughout your go-live process.

EQ Adds Backorder Functionality to Purchase Orders

We’ve added the ability to track backordered items to EQ Purchase Orders. If an item gets backordered you can now mark it “Backordered” and it will show as such on Pick Tickets.

MORE EQ Updates March 2022

The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.

EQ Updates March 2022

March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.

Performance Fixes Feb 2022

We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.

Why is My Text White and I Can’t See it?

If you notice your login form has weird shading and it’s hard to see the text, or your text has turned white on a white background so you can’t see it, you need to turn off your “Dark Mode” theme.

Solution to EQ Emails Not Going Through

If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.

December 2021 Fixes

This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.

Supplier Account Numbers Fix

We’ve fixed a bug in Supplier Account Numbers where it was NOT limiting the Suppliers or Catalogs to only the Locations that have a valid account number. If you’re no longer seeing a Supplier or Catalog you were previously, follow these instructions.

Calendar Job Panel Improvements

The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.

Flash Error on Dashboard

If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.

Setting Up Cost Factors

Watch this training video which shows you how to setup your cost factors for your catalogs.

How Do I Adjust the Price of ONE Line Item?

Sometimes people want to adjust the price of just one line item. EQ controls price adjustments but there are a couple ways to accomplish this.

Dec 2019 EQ Updates

A summary of EQ updates released December 2019.

Duplicate Page or Items on Proposals – Workaround

This is a workaround to fix the duplicate page or part of a page on proposals. We appreciate your patience as we find a solution for this issue.

NEW! Attach Documents at Customer Level

You can now attach documents at the Customer Level. Docs attached at Customer level can automatically be seen on any Jobs or Quotes/Orders for that customer.